NatNat reported SpaceX posted $14.58B revenue in Q3 2026, beating $13B expectations and swinging to a $4.4B profit. Dave and NatNat discussed heavy capex of $19.59B, as the company builds infrastructure for future revenue. Ryan explained modern data center cooling has moved beyond water use and said he sees CoreWeave refinancing its debt if rates top out, with the $62 level as key support.
0:17:42How CoreWeave makes money
Zack Brenner announced the public launch of OpenSea mobile after extensive beta testing with thousands of users. He detailed the new referral program that pays 25 percent of trading fees from invited users across both mobile and web. Zack Brenner and Moni highlighted how the team built the app by incorporating direct user feedback to improve the experience.
scrooge mcduck asked about easy one click minting in the app to help onboard family members. DocNooNoo reported minting bugs from the app and Zack Brenner asked her to DM wallet details for the team. AlphaGamer and others raised staking NFTs and comparison to Robinhood, while Zack Brenner noted trading on iOS is currently blocked by app store policies.
0:45:14Ordinals on OpenSea
DocNooNoo inquired about toggling between public and private profiles to avoid wallet watchers, with Zack Brenner explaining users can set individual wallets public or private and that privacy extends across holdings and activity. Zack Brenner said the team listens to community requests for Ordinals and customizable mint contracts and prioritizes based on user feedback.
Moni asked Zack Brenner about work with the Credits project and broader innovation in NFTs. Zack Brenner shared excitement around novel use cases blending NFTs and tokens that have emerged since projects like Robinhood Chain. Moni gave closing comments wrapping up the discussion.
“it's washed trading up even higher space X up 155 and video up to 2 to 2 oh it was up to 2 22 now settling right under 221 it's looking and then and cues”
Dave0:02:14Share on X
“the debt is over 50 billion right they have over 50 billion in debt and obligations right and the total interest bearing on it is is 35.3 billion including the finance leases”
NatNat0:07:15Share on X
“I think everyone's having issues with X. We all keep dropping. I don't think, I think Grok is not liking what we're seeing. So he's kicking us out of these. Maybe,”
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